History Tab

This lesson explains how to search your ServiceLive Wallet transaction history. Search within a set period, or within a range of dates that you choose. You can export transactions and reports to Microsoft Office Excel file format.

1. Navigate to     tab:
   • Click on    tab.
     
   • Click on    tab.
     
2. To search within a set period:
   Note:  The list of transactions defaults to the last seven days transactions.
   • Click on radio button in front of “Interval”.
   • Click on drop down arrow labeled “Please Select”.
   • Click on    button.
   • The transactions in set period selected will display.
   • The list will display 25 transactions per page by default.
   • To change list to display 50 or 100 per page, click on preferred number.
     
3. To search within a date range:
   • Click on radio button in front of “Date Range”.
   • Click in first box and calendar will display.
   • Select Month, Date, Year from calendar.
   • Click in second box and calendar will display.
   • Select Month, Date, Year from calendar.
   • Click on    button.
   • The transactions in date range you selected will display.
     
4. Information that displays on    tab:
   Note: Documents display from most current transaction to oldest.
   • ID # = Transaction ID.
   • Date, Time = Date and time transaction occurred.
   • Description = Description of transaction (i.e. withdrawal, Service Order completion, etc.).
   • Service Order # = Number associated with the specific Service Order (Service Order defines scope of work as requested by Buyer).
   • Status = Status of transaction (i.e. Pending or Completed).
   • Amount = Dollar amount of transaction.
   • Balance = Dollar amount left in ServiceLive Wallet.
     
5. Once you have selected and submitted search by set period or date range, you can Export to File.
   • Scroll down to bottom of transactions, click on    button.
   • Popup screen displays, click on radio button in front of “Save File”.
     Note: Defaults to saving file as Microsoft Office Excel file.
   • Click    button.
   • You will then need to select where to save file to on your computer.
     Note: Write down where you save file to so you can locate the file when needed.